Rizza Dealer Group Salary Savings Plan
Sponsored by Joe Rizza Dealer Group · EIN 362943945 · Plan #004
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 287
- With balances
- 256
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 401 Klogic Llc CRD 326629 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 401 K Logic | Investment advisory (plan), Direct payment from the plan | $52,230 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,656 |
| Johnson, Peterek & Howse | Accounting, Direct payment from the plan | $16,499 |